小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Portland Global Advisors LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Portland Global Advisors LLC
报告期 2026-03-31 · CIK 0001504941
持仓数
146
前50大市值合计
$863.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 121 项
建仓 3
增持 49
减持 56
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
SPY
SPDR S&P 500
-$5.2M
151,327
-2%
减持
MDY
SPDR S&P Mid Cap 400
-$2.8M
86,783
-1%
建仓
SHEL
Shell PLC ADR
+$2.7M
49,790
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
AMZN
Amazon.com
-$2.4M
1,615
-29%
减持
—
Enanta Pharmaceuticals Inc
-$1.9M
53,360
-30%
建仓
HUBB
Hubbell Inc
+$1.8M
9,832
建仓
—
Eaton Corp PLC
+$1.7M
11,075
增持
IVV
iShares Core S&P 500
+$1.6M
35,682
+17%
减持
VTI
Vanguard Total US Market
-$1.5M
67,634
-4%
减持
EFA
iShares MSCI EAFE Index
-$1.4M
277,133
-0%
清仓
—
Royal Dutch Shell B ADR
-$1.4M
0
-100%
减持
MSFT
Microsoft
-$1.3M
41,877
-1%
增持
—
SPDR Portfolio Short Term Trea
+$1.1M
494,435
+11%
增持
—
SPDR Portfolio Intermediate Tr
+$1.1M
77,270
+104%
增持
VGIT
Vanguard Intermediate-Term Tre
+$1.1M
40,585
+84%
增持
ROK
Rockwell Automation Inc
-$1.1M
21,198
+6%
增持
FLOT
iShares Floating Rate Bond ETF
+$1.0M
231,335
+10%
增持
VGSH
Vanguard Short-Term Treasury E
+$1.0M
260,905
+10%
减持
EEM
iShares MSCI Emerging Markets
-$995.0K
247,255
-1%
增持
FLRN
SPDR Investment Grade Floating
+$953.0K
376,970
+9%
清仓
—
Royal Dutch Shell A ADR
-$876.0K
0
-100%
增持
—
iShares Core MSCI EAFE
+$757.0K
197,721
+14%
增持
ABBNY
ABB Ltd
-$755.0K
151,896
+2%
增持
—
Check Point Software (ISR)
+$739.0K
30,285
+2%
增持
VWO
Vanguard Emerging Markets
-$707.0K
396,363
+3%
增持
PANW
Palo Alto Networks Inc
+$692.0K
1,491
+252%
增持
IWM
iShares Russell 2000
-$674.0K
70,861
+4%
增持
HAS
Hasbro Corp
-$653.0K
46,176
+6%
增持
HSY
Hershey Foods Corp
+$591.0K
23,594
+1%
减持
QLTA
iShares AAA-A Rated Corporate
-$548.0K
125,793
-0%
减持
ADI
Analog Devices Inc
-$532.0K
6,662
-28%
增持
AMGN
Amgen Inc
+$525.0K
21,268
+4%
清仓
JUST
Goldman Sachs JUST US Large Ca
-$513.0K
0
-100%
增持
—
Unilever PLC
-$486.0K
92,187
+6%
减持
IDXX
Idexx Labs
-$459.0K
3,037
-6%
增持
IJH
iShares Mid Cap S&P 400
+$422.0K
98,882
+7%
增持
DGS
WisdomTree Emerging Markets Sm
+$410.0K
75,341
+11%
增持
BNY
Bank of New York Mellon
-$410.0K
71,075
+5%
增持
FMX
FEMSA
+$400.0K
29,593
+12%
减持
VEA
Vanguard FTSE Developed Market
-$395.0K
121,143
-0%
增持
CSCO
Cisco Systems
-$387.0K
69,805
+3%
增持
—
iShares ESG MSCI EAFE Index
+$379.0K
8,755
+161%
增持
MELI
MercadoLibre Inc.
+$374.0K
1,156
+56%
增持
MBB
iShares MBS ETF
-$373.0K
76,560
+1%
增持
—
Xylem Inc
-$371.0K
31,285
+24%
清仓
—
China Life Insurance Co.
-$368.0K
0
-100%
增持
DEO
Diageo PLC
-$357.0K
28,802
+2%
清仓
CACC
Credit Acceptance Corp
-$352.0K
0
-100%
增持
ABNB
Airbnb Inc.
+$332.0K
19,134
+8%
减持
VEU
Vanguard All World ex-US
-$330.0K
74,086
-1%
增持
VSS
Vanguard FTSE All World ex-US
-$323.0K
85,295
+5%
减持
USB
US Bancorp
-$315.0K
60,121
-4%
增持
FDX
FedEx Corp.
-$305.0K
19,669
+5%
减持
MMM
3M Company
-$295.0K
6,614
-8%
减持
PG
Procter & Gamble
-$291.0K
11,809
-8%
清仓
—
Mastercard Inc.
-$289.0K
0
-100%
减持
AAPL
Apple Inc
-$286.0K
56,393
-1%
增持
GNMA
iShares GNMA Bond ETF
-$284.0K
166,250
+1%
减持
BX
Blackstone Group Inc.
-$280.0K
4,875
-30%
减持
ABT
Abbott Labs
-$276.0K
4,354
-23%
清仓
MKL
Markel Corp
-$271.0K
0
-100%
增持
VTEB
Vanguard Tax-Exempt Bond Index
+$249.0K
19,015
+43%
清仓
JPST
JP Morgan Ultra-Short Income
-$249.0K
0
-100%
增持
BDX
Becton Dickinson Co.
+$246.0K
14,348
+1%
清仓
—
Fidelity National Info Service
-$228.0K
0
-100%
清仓
IWO
iShares Russell 2000 Growth
-$222.0K
0
-100%
清仓
IWP
iShares Russell Mid Cap Growth
-$219.0K
0
-100%
增持
NSC
Norfolk Southern
-$216.0K
20,985
+1%
清仓
HASI
Hannon Armstrong Sustainable I
-$215.0K
0
-100%
清仓
SPGI
S&P Global Inc
-$212.0K
0
-100%
减持
—
Exxon Mobil Corp
+$209.0K
11,452
-5%
减持
MCD
McDonald's
-$200.0K
6,729
-3%
增持
VTIP
Vanguard Short-Term TIPS Bond
+$177.0K
276,619
+2%
增持
IEMG
iShares Core MSCI Emerging Mar
+$172.0K
117,072
+11%
减持
HD
Home Depot
-$166.0K
1,223
-5%
增持
CHD
Church & Dwight
-$159.0K
55,630
+0%
减持
—
Accenture
-$158.0K
842
-21%
增持
—
iShares ESG MSCI Emerging Mark
+$156.0K
10,735
+79%
减持
DOV
Dover Corp
-$155.0K
2,445
-18%
增持
—
Alibaba Holdings Ltd
+$153.0K
18,346
+18%
减持
WAT
Waters Corp
-$152.0K
1,093
-17%
减持
—
Apollo Global Mgmt Cl A
-$140.0K
5,750
-16%
减持
—
Chubb Ltd
+$130.0K
8,723
-3%
减持
—
Laboratory Corp of America
-$127.0K
942
-21%
减持
VO
Vanguard CRSP Mid Cap
-$124.0K
6,004
-1%
减持
PFE
Pfizer
-$121.0K
12,794
-4%
增持
MKC
McCormick Inc
+$116.0K
32,456
+0%
减持
VOO
Vanguard S&P 500
-$114.0K
3,620
-2%
减持
ADM
ADM
+$113.0K
5,294
-2%
减持
—
Enstar Group Ltd
-$110.0K
975
-34%
减持
TSM
TSMC
-$108.0K
4,625
-6%
减持
ITW
Illinois Tool Works
-$99.0K
989
-20%
减持
DIS
Walt Disney Company
-$97.0K
3,529
-6%
增持
—
iShares ESG USA Mid/Small Cap
+$94.0K
13,175
+31%
增持
INTC
Intel
+$94.0K
92,981
+6%
减持
VUG
Vanguard Large Cap Growth
-$94.0K
880
-19%
增持
—
iShares 0-5 Year TIPS Bond ETF
+$92.0K
136,747
+2%
减持
—
Alphabet Inc Class A
-$81.0K
252
-7%
减持
—
Linde PLC
-$80.0K
729
-19%
减持
CVX
Chevron Corp
+$79.0K
2,247
-8%
减持
QCOM
Qualcomm Inc.
-$79.0K
2,024
-5%
减持
SNN
Smith & Nephew (UK) ADR
-$75.0K
23,586
-1%
减持
V
Visa Inc
-$73.0K
971
-27%
减持
VZ
Verizon Communications
-$63.0K
4,109
-21%
减持
MAN
Manpower
-$63.0K
3,395
-14%
增持
TXN
Texas Instruments
+$60.0K
35,621
+4%
减持
ROP
Roper Industries
-$57.0K
425
-19%
减持
JNJ
Johnson & Johnson
-$49.0K
10,491
-6%
减持
PEP
Pepsico
-$46.0K
2,309
-7%
增持
SUSA
iShares MSCI USA ESG Select ET
-$44.0K
7,520
+3%
减持
—
Nextera Energy Inc.
-$40.0K
3,146
-4%
减持
—
AbbVie Inc
+$35.0K
2,147
-7%
减持
CI
Cigna
-$34.0K
2,088
-10%
减持
—
WisdomTree India Fund
-$33.0K
41,121
-1%
增持
SUB
iShares Short-Term National Mu
+$26.0K
34,411
+3%
增持
SCHH
Schwab US REIT
-$22.0K
15,078
+100%
减持
DVY
iShares Select Dividend
-$19.0K
11,055
-6%
减持
UNP
Union Pacific Corp
-$15.0K
766
-14%
增持
IBM
IBM
+$13.0K
33,114
+3%
减持
PM
Philip Morris Int'l
-$13.0K
3,142
-3%
减持
—
SPDR Gold Shares
+$6.0K
2,202
-4%
